Portfolio FP&A Manager UK

Overview
We are working with a leading renewable energy and infrastructure investment platform with a growing portfolio of battery energy storage system (BESS) assets across the UK.

The business develops, owns, and operates energy transition assets, with a strong focus on supporting the transition to a more flexible and sustainable energy system. As the UK portfolio continues to expand, the organisation is strengthening its finance function to enhance portfolio reporting, financial analysis, valuation capability, and operational performance management.

The organisation is seeking a UK Portfolio FP&A Manager to support its growing portfolio of operating BESS assets. This role will sit within the FP&A and Treasury function and work closely with Asset Management, senior finance leadership, lenders, and investors to monitor performance and support value creation across the portfolio

The Role
We are seeking a UK Portfolio FP&A Manager to support financial planning, portfolio analysis, reporting, and valuation activities across a growing portfolio of renewable energy and battery storage assets.

This is a highly analytical and commercially focused role, acting as a key interface between finance, asset management, treasury, and investment stakeholders.

The successful candidate will play a central role in maintaining financial models, delivering management reporting, supporting valuation activities, and providing insights that drive portfolio performance and strategic decision-making.

Key Responsibilities

Portfolio Reporting & Performance Analysis

• Own recurring non-statutory reporting for UK operating assets
• Prepare monthly and quarterly reporting packs for management, board, shareholder, and lender requirements
• Produce variance analysis against budgets, forecasts, and investment cases
• Develop and maintain portfolio KPIs, dashboards, and reporting tools
• Translate complex operational and market data into clear, decision-ready insights
• Monitor portfolio performance and identify key trends, risks, and opportunities

• Own and maintain financial models across operational assets, improving robustness, consistency, and automation over time
• Update financial models based on actual performance, revised forecasts, and operational assumptions
• Model and monitor debt covenant compliance, headroom, and forward projections at asset and SPV level
• Support asset valuation and impairment analysis across the UK portfolio
• Support annual budgeting and periodic forecasting processes through coordination of model inputs and assumptions
• Work closely with Asset Management teams to assess operational and financial performance

• Support asset-level cash flow forecasting and liquidity analysis
• Assist with distribution planning and modelling alongside the FP&A and Treasury leadership team
• Support relationships with banks and investors through reporting, covenant, and information requests
• Track debt service metrics, reserve accounts, and asset-level distributions
• Prepare regular cash flow snapshots and treasury reporting outputs

• Support financial due diligence activities for potential acquisitions and disposals
• Assist with transaction analysis and portfolio expansion initiatives where required
• Improve consistency, scalability, and automation of reporting and modelling processes
• Leverage analytical tools, scripting, and AI-enabled solutions to improve reporting efficiency and insight generation

• Finance qualification such as ACA, ACCA, CIMA, or equivalent
• 3+ years’ relevant experience across budgeting, forecasting, valuation, impairment, covenant analysis, and management reporting
• Experience producing lender, shareholder, or senior management reporting
• Strong financial modelling and analytical capabilities
• Advanced Excel skills with strong presentation and data interpretation capability
• Experience working with operational and financial datasets across multiple systems
• Strong organisational skills with the ability to manage multiple models, priorities, and deadlines
• Ability to communicate complex financial and operational information clearly to technical and non-technical stakeholders

• Experience within project finance, battery storage, infrastructure, energy, or renewable energy sectors
• Experience supporting M&A due diligence or transaction processes
• Knowledge of SQL, data platforms, APIs, or structured data environments
• Experience using BI and dashboard tools such as Power BI, Tableau, or Looker
• Experience using Python, VBA, or AI-enabled analytical tools to improve reporting and modelling processes

• Highly analytical with strong attention to detail and commercial awareness
• Proactive and self-starting mindset with strong ownership of deliverables
• Ability to operate effectively within a fast-changing and evolving environment
• Strong communication and stakeholder management skills
• Process-driven with a focus on accuracy, consistency, and continuous improvement
• Ability to translate complex analysis into clear commercial recommendations
• Comfortable working across multiple stakeholders and managing competing priorities